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IRIS KashFlow Integrations

Accounting

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Integrate eBay with IRIS KashFlow

eBay

eCommerce
Integrate Shopify with IRIS KashFlow

Shopify

eCommerce
Integrate Google Sheets with IRIS KashFlow

Google Sheets

Google, Spreadsheets
Integrate WooCommerce with IRIS KashFlow

WooCommerce

eCommerce, WordPress
Integrate Magento 2.X with IRIS KashFlow

Magento 2.X

eCommerce
Integrate Airtable with IRIS KashFlow

Airtable

Databases
Integrate HubSpot with IRIS KashFlow

HubSpot

Marketing Automation
Integrate Amazon Seller Central with IRIS KashFlow

Amazon Seller Central

Amazon, eCommerce
Integrate Trello with IRIS KashFlow

Trello

Project Management
Integrate eBay with IRIS KashFlow

eBay

eCommerce
Integrate Shopify with IRIS KashFlow

Shopify

eCommerce
Integrate Google Sheets with IRIS KashFlow

Google Sheets

Google, Spreadsheets
Integrate WooCommerce with IRIS KashFlow

WooCommerce

eCommerce, WordPress
Integrate Magento 2.X with IRIS KashFlow

Magento 2.X

eCommerce
Integrate Airtable with IRIS KashFlow

Airtable

Databases
Integrate eBay with IRIS KashFlow

eBay

eCommerce
Integrate Shopify with IRIS KashFlow

Shopify

eCommerce
Integrate Google Sheets with IRIS KashFlow

Google Sheets

Google, Spreadsheets

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Quickly automate IRIS KashFlow integrations with Zapier's templates

  • Create IRIS KashFlow invoices for new Shopify orders

    Premium
    • Shopify logo
    • IRIS KashFlow logo
    Shopify + IRIS KashFlow
    More details
    1. When this happens

      Step 1: New Order

    2. Then do this

      Step 2: Create Invoice

    Create IRIS KashFlow invoices for new Shopify orders

    Premium
    Create IRIS KashFlow invoices for new Shopify orders
    • Shopify logo
    • IRIS KashFlow logo
    Shopify + IRIS KashFlow
  • Update IRIS KashFlow customers from newly-updated Shopify customers

    Premium
    • Shopify logo
    • IRIS KashFlow logo
    Shopify + IRIS KashFlow
    More details
    1. When this happens

      Step 1: Updated Customer

    2. Then do this

      Step 2: Create/Update Customer

  • Create IRIS KashFlow invoices for new eBay orders

    • eBay logo
    • IRIS KashFlow logo
    eBay + IRIS KashFlow
    More details
    1. When this happens

      Step 1: New Order

    2. Then do this

      Step 2: Create Invoice

  • Create/update IRIS KashFlow customers for new Zoho CRM contacts

    Premium
    • Zoho CRM logo
    • IRIS KashFlow logo
    Zoho CRM + IRIS KashFlow
    More details
    1. When this happens

      Step 1: New or Updated Contact

    2. Then do this

      Step 2: Create/Update Customer

  • Update IRIS KashFlow customers with new WooCommerce customers

    • WooCommerce logo
    • IRIS KashFlow logo
    WooCommerce + IRIS KashFlow
    More details
    1. When this happens

      Step 1: Customer

    2. Then do this

      Step 2: Create/Update Customer

  • Create IRIS KashFlow invoices from new Google Sheets rows

    • Google Sheets logo
    • IRIS KashFlow logo
    Google Sheets + IRIS KashFlow
    More details
    1. When this happens

      Step 1: New Spreadsheet Row

    2. Then do this

      Step 2: Create Invoice

  • Create/update IRIS KashFlow customers from new/updated Google Sheets rows

    • Google Sheets logo
    • IRIS KashFlow logo
    Google Sheets + IRIS KashFlow
    More details
    1. When this happens

      Step 1: New or Updated Spreadsheet Row

    2. Then do this

      Step 2: Create/Update Customer

  • Create/Update IRIS KashFlow customers for new/updated Magento customer

    Premium
    • Magento logo
    • IRIS KashFlow logo
    Magento + IRIS KashFlow
    More details
    1. When this happens

      Step 1: New Customer

    2. Then do this

      Step 2: Create/Update Customer

Supported triggers and actions

What does this mean?
    • How should existing Customer in KashFlow be matched ?Required

      Select a field, which you would like to use to identify whether customer already exists in KashFlow.

    • Name

      Name of the Customer or Company. (Maximum characters 100). It is mandatory when you want to match customers using "Name"

    • Code

      An alphanumeric unique ID using which you would like to identify customer quickly. It is mandatory when you want to match customers using "Code"

    • Email

      Contact's email address.It is mandatory when you want to match customers using 'Email'

    Trigger
    Scheduled
    Try It
    • Invoice number/Customer ReferenceRequired

      KashFlow Invoice number or Customer Reference/Purchase Order using which you want to search invoices to record payment against.

    • Bank Account IDRequired

      Unique Id of the Bank Account against which a payment for this invoice has to be recorded

    • DateRequired

      Date on which this payment is recorded

    • Invoice Payment MethodRequired

      Unique ID for invoice payment methods configured in kashflow

    • AmountRequired

      Payment amount

    • Notes

      Any information you want to record for this payment

    Action
    Write
    • How should existing Customer in KashFlow be matched ?Required

      Search existing customer with the above options

    • Customer Name

      Name of the Customer /Company. Maximum character limit is 100

    • Customer Code

      An alphanumeric unique ID using which you would like to identify customer quickly. It must be unique. System will generate when not provided. Maximum character limit is 12

    • Customer Email

      Contact's Email Address

    • First Name

      Contact's first name. Maximum 100 characters.

    • Last Name

      Contact's last name. Maximum 100 characters.

    • Full Name

      Contact's full name. Maximum 100 characters.

    • Telephone

      Contact's Telephone number. Maximum 75 characters.

    • Mobile

      Contact's Cell Number. Maximum 75 characters.

    • Trade Border Type

      Trade Border Type will affect VAT Calculation. You may need to update it from KashFlow if you are trading in different borders or write a Javascript to set based on billing or shipping country

    • Would you like to create a customer when not found

      System will check if customer exists in KashFlow based on your matching criteria i.e. Email/Code/Name. Set this to 'True' if you would like to create new customer when not found else 'False'. Customer details mapped above like Name, Telephone etc. will be used for creating new customer

    • Invoice Number

      Unique Invoice Number. System will generate when not provided

    • Invoice Issued DateRequired

      The date on which this Invoice was generated

    • Invoice Due Date

      The date on which this Invoice is due

    • CurrencyRequired

      The currency in which this invoice has to be created

    • Customer Reference/Purchase Order

      If you want to record invoice number from trigger app, you can record it here. This can help you track down the invoice quicker if the customer later queries the invoice with you

    • Address Line 1

      Billing Address Line 1

    • Address Line 2

      Billing Address Line 2

    • Address Line 3

      Billing Address Line 3

    • Address Line 4

      Billing Address Line 4

    • Post Code

      Billing Address Post Code

    • Country

      Billing Address Country

    • Update Customer Address

      Set this to 'True' if you want to update customer's address with billing address from this invoice else 'False'

    • Use Different Delivery Address

      Set it to true if you want a separate delivery address for this invoice

    • Address Name

      Delivery Address Name

    • Address Line 1

      Delivery Address Line 1

    • Address Line 2

      Delivery Address Line 2

    • Address Line 3

      Delivery Address Line 3

    • Address Line 4

      Delivery Address Line 4

    • Post Code

      Delivery Address Post Code

    • Country

      Delivery Address Country

    • Update Customer Delivery Address

      Set this to 'True' if you want to update customer's address with delivery address from this invoice else 'False'

    • Project

      The name of project that you want to assign to this invoice

    • Project

      The Name of the project that you want to assign to this Line Item. Project Settings must be configured to allow assigning projects to line Items for invoices

    • Sales Code

      Select Sales Code that you want this line item to be assigned to. Default sales code for selected customer will get assigned when left blank

    • Product

      Name of the product. The name of Product in Trigger application must match with name of the product under selected Sales Code in KashFlow. Leave it blank if that is not the case

    • Do you want to create new product when not found?

      Set this to ‘True’ if you want system to create new product in KashFlow when not found else 'False'

    • Description

      Description of the product that you want to sell in this line item

    • Quantity

      The number of products that you want to sell in this line item

    • Rate

      Per unit price excluding VAT of product that you want to sell in this line item

    • Inclusive of Tax?

      KashFlow expects to have price of single item without VAT Amount. Select this, if line item price from trigger application is inclusive of VAT Amount. When selected, system will find it out by deducting VAT Amount

    • VAT Rate

      Percentage of VAT to be applied on this Line Item

    • VAT Amount

      VAT Amount to be applied on this Line Item. Do not provide if you want system to calculate based on VAT Rate

    • Is VAT Exempted

      If VAT is not applicable for this Line Item, set it to True. When True, system will ignore given VAT Rate if any and set it to zero

    • Sales Code

      Select Sales Code that you want this additional charge to be assigned to. Default sales code for selected customer will get assigned when left blank

    • Charge

      Invoice level additional charge like shipping charge, postal charge if any

    • Inclusive of Tax?

      KashFlow expects to have price of single item without VAT Amount. Select this, if additional charge from trigger application is inclusive of VAT Amount. When selected, system will find it out by deducting VAT Amount

    • Description

      Description for additional charge

    • VAT Rate

      Percentage of VAT to be applied for this additional charge

    • VAT Amount

      VAT Amount to be applied on this additional charge. Do not provide if you want system to calculate based on VAT Rate

    • Sales Code

      Select Sales Code that you want this discount to be assigned to. Default sales code for selected customer will get assigned when left blank

    • Discount

      Invoice level discount if any to be given for current customer

    • Description

      Description for discount

    • Comment

      Invoice/Shipping Comment if any

    • Bank Account ID

      Unique Id of the Bank Account against which a payment for this invoice has to be recorded

    • Date

      Date on which this payment is recorded

    • Invoice Payment Method

      Unique ID for invoice payment methods configured in kashflow

    • Amount

      Payment amount

    • Notes

      Any information you want to record for this payment

    • Notes

      Notes of up to 4,000 characters

    Action
    Write
    • Invoice number/Customer ReferenceRequired

      KashFlow Invoice number or Customer Reference/Purchase Order using which you want to search invoices to record payment against.

    Action
    Search
    • Invoice number/Customer ReferenceRequired

      KashFlow Invoice number or Customer Reference/Purchase Order using which you want to search invoices to record payment against.

    Trigger
    Scheduled
    Try It
    • How should existing Customer in KashFlow be matched ?Required

      Select a field, which you would like to use to identify whether customer already exists in KashFlow.

    • Code

      This needs to be an alphanumeric ID that will help to identify customer quickly. You can choose one or the system will generate when it can not be provided. (Maximum character 12)

    • NameRequired

      Name of the Customer or Company. (Maximum characters 100)

    • Would you like to update a customer when found

      System will check if customer exists in KashFlow based on your matching criteria i.e. Email/Code/Name. Set this to 'Yes' if you would like to update customer details with current details when found else 'No'

    • Source

      The source records how you acquired this customer, such as referrals, advertising campaigns, partner companies etc

    • Trade Border Type

      Trade Border Type will affect VAT Calculation. You may need to update it from KashFlow if you are trading in different borders or write a Javascript to set based on billing or shipping country

    • VAT Number

      Mandatory field when customer is submitting VAT through online filing and for submitting EC Sales online. Format for the code: First 2 characters represent the country code and the next 11 is the vat number. Maximum 13 characters.

    • Notes

      Maximum characters 4,000 per note.

    • Show discount amount on invoice

      To show applied discount percentage in the description set this as true. This will show the discount applied on each line item.

    • Discount Percentage

      Discount percentage to be applied on all invoices for this customer. Rates for the used sales code must be prefilled in sales codes settings in order to see the discounted rate.

    • Automatically add a line showing this VAT number to new Invoices

      This will automatically add a line showing given VAT number to new Invoices.

    • Default Currency

      Specify the Currency of the customer. When nothing is chosen the system will set to default currency of your KashFlow account.

    • Default Purchase Order

      Enter the default reference text to apply on every invoice created for this customer. Maximum 75 characters.

    • Title

      Contact's title. Maximum 75 characters.

    • First Name

      Contact's first name. Maximum 100 characters.

    • Last Name

      Contact's last name. Maximum 100 characters.

    • Full Name

      Contact's full name. Maximum 100 characters.

    • Telephone

      Contact's Telephone number. Maximum 75 characters.

    • Mobile

      Contact's Cell Number. Maximum 75 characters.

    • Fax

      Contact's Fax number. Maximum 75 characters.

    • Email

      Contact's email address.

    • Website

      Contact's website. Maximum 75 characters.

    • Is Primary Contact

      Confirm this is the primary contact of this customer. There should be only one primary contact.

    • Receive invoices

      Enable all email communication for this customer

    • Address Line 1

      Billing address line 1. Maximum 75 characters.

    • Address Line 2

      Billing address line 2. Maximum 50 characters.

    • Address Line 3

      Billing address line 3. Maximum 50 characters.

    • Address Line 4

      Billing address line 4. Maximum 50 characters.

    • Post Code

      Billing address post code. Maximum 10 characters.

    • Country

      Billing address country code in the ISO 3166-1 alpha-2 standard (except for Greece which is recorded as ‘EL’)

    • Use a separate address for delivery

      Whether delivery address different than billing address

    • Name for Delivery Address

      Name to be used for delivery address. System will use customer name when nothing is provided. Maximum character limit is 100.

    • Address Line 1

      Delivery address line 1. Maximum 75 characters.

    • AddressLine2

      Delivery address line 2. Maximum 50 characters.

    • Address Line 3

      Delivery address line 3. Maximum 50 characters.

    • Address Line 4

      Delivery address line 4. Maximum 50 characters.

    • Post Code

      Delivery address post code. Maximum 10 characters.

    • Country

      Delivery address country code in the ISO 3166-1 alpha-2 standard (except for Greece which is recorded as ‘EL’)

    • Payment Type

      Whether due date is to be calculated based on invoice issue date or month end

    • Days

      The length of time after which payment needs to be paid by. For example; payment terms of 14 days and the invoice issue date is 01/01/20XX, then the invoice due date with be 15/01/20XX"

    • Default PDF Theme ID

      Default theme to be applied on Customer Statements or Purchase/Purchase Order PDFs. If not provided, value will be taken from default PDF themes settings.

    • Apply CIS Withholding Tax

      Withholding Tax is applicable if you work under Construction Industry Scheme or 'CIS'. Set to true if you need to apply withholding tax on your Purchases.

    • CIS Withholding Tax Rate

      CIS withholding Tax Rate that you would like to apply on your purchases.

    • CIS Withholding Tax Reference Name

      CIS Reference Field Name. Maximum 25 characters.

    • CIS Withholding Tax Reference Value

      CIS Reference Field Value. Maximum 75 characters.

    • Default Email Template

      Default Email Template to be used for Invoices.

    • Default Sales Code

      Default Sales Code for this customer.

    Action
    Write
    • How should existing Customer in KashFlow be matched ?Required

      Select a field, which you would like to use to identify whether customer already exists in KashFlow.

    • Name

      Name of the Customer or Company. (Maximum characters 100). It is mandatory when you want to match customers using "Name"

    • Code

      An alphanumeric unique ID using which you would like to identify customer quickly. It is mandatory when you want to match customers using "Code"

    • Email

      Contact's email address.It is mandatory when you want to match customers using 'Email'

    Action
    Search
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iris-kashflow logo

About IRIS KashFlow

IRIS KashFlow is an easy-to-use accounting and bookkeeping software allowing you to run your business from anywhere at any time whilst staying compliant.
Learn more

Related categories

  • Accounting

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